Bulk Actions - Import and Export Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export contacts using the bulk action feature:

Step 1: Choose Your Contacts

• Navigate to your contacts.

• Check the box to select contact records.

• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in our software.

Step 2: Choose Your Action

• Choose the icon for “Export Contacts”

• This will export a list of selected contact records from our software into a .csv file that will save to your computer.

NOTE: If you wish to import contacts, you may use the bulk action icon here. Please refer to our “How to Import Contacts” tutorial for step-by-step guidance.

NOTE: If you cannot see the import and export options, please contact your account admin regarding your permissions.

NOTE: All contact records must have a phone number and/or email address in order to import.